The payment reversal steps outlined in this section apply to each of the Printer’s Plan payment methods (Deposit Payments, Quick Sale Payments, and Account Receivable Payments).
To reverse a payment that was entered in Printer’s Plan, and processed by CardConnect, go to the A/R section of Printer’s Plan. Open the Payments Received folder and select one of the list options. To filter for a specific payment, in this folder click Other… and a filtering window will appear allowing you to search for the payment.
When the payment is listed on the screen, highlight the record and click the Reverse Payment button located at the top right corner of the screen:
This will open the Reverse Payment window. In this window click on the ‘Click here to reverse the payment…’ button:
This will reverse the payment and the payment list will refresh displaying the negative payment.
As part of the payment reversal process, the balance of the Printer’s Plan job is restored and the CardConnect transaction is voided. To see the voided transaction log on to your CardPointe Gateway and view the transaction log:
If the Printer’s Plan payment reversal process fails we recommend that you navigate to your CardPointe Gateway to manually reverse the credit card transaction. After reversing the payment on the CardPointe site, contact the support department at Print Reach email@example.com for assistance in reversing the Printer’s Plan portion of this transaction.